Applied Materials Inc
AMAT- 交易所
- Nasdaq
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0000006951
近 90 天，Applied Materials Inc 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 3,520 家機構在 13F 申報持有，市值合計 $4,765 億；Coatue、老虎環球等 8 位大師持有。
2024 年第 3 季 13F 持有人
Applied Materials Inc 在 2024/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,216
- 較 2024 年第 2 季 −40 家
- 持有股數
- 6.56 億
- 較 2024 年第 2 季 +7,382 萬 (+12.7%)
- 總市值
- $1,324 億
- 較 2024 年第 2 季 −$50.5 億 (−3.7%)
- 新進機構
- 153
- 另有 871 家加碼
- 清倉機構
- 193
- 另有 858 家減碼
另有 30 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AMAT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,520 | $4,765 億 |
| 2026 年第 1 季 | 2,955 | $2,190 億 |
| 2025 年第 4 季 | 2,645 | $1,697 億 |
| 2025 年第 3 季 | 2,362 | $1,293 億 |
| 2025 年第 2 季 | 2,323 | $1,150 億 |
| 2025 年第 1 季 | 2,166 | $916.4 億 |
| 2024 年第 4 季 | 2,240 | $1,052 億 |
| 2024 年第 3 季 | 2,216 | $1,324 億 |
| 2024 年第 2 季 | 2,286 | $1,563 億 |
| 2024 年第 1 季 | 2,221 | $1,353 億 |
| 2023 年第 4 季 | 2,034 | $1,090 億 |
| 2023 年第 3 季 | 1,852 | $928.1 億 |
| 2023 年第 2 季 | 1,830 | $963.2 億 |
| 2023 年第 1 季 | 1,761 | $825.3 億 |
| 2022 年第 4 季 | 1,685 | $651.2 億 |
| 2022 年第 3 季 | 1,561 | $545.1 億 |
| 2022 年第 2 季 | 1,631 | $603.9 億 |
| 2022 年第 1 季 | 1,781 | $899.4 億 |
| 2021 年第 4 季 | 1,846 | $1,095 億 |
| 2021 年第 3 季 | 1,638 | $900.9 億 |
| 2021 年第 2 季 | 1,649 | $1,010 億 |
| 2021 年第 1 季 | 1,597 | $980.5 億 |
2024 年第 3 季持有機構
每家機構持有 Applied Materials Inc 的股數、市值與佔組合比重；股數變化跟 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 70,657 | $1,428 萬 | 0.35% | −16,820−19.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 70,882 | $1,432 萬 | 0.27% | −495−0.7% | 減碼 |
| SpiderRock Advisors, LLC | 71,053 | $1,436 萬 | 0.31% | −5,509−7.2% | 減碼 |
| Managed Asset Portfolios, LLC | 71,126 | $1,437 萬 | 2.03% | −30,195−29.8% | 減碼 |
| Larson Financial Group LLC | 71,210 | $1,439 萬 | 0.82% | +14,891+26.4% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 71,460 | $1,444 萬 | 0.36% | −8,302−10.4% | 減碼 |
| Brown Advisory Inc | 71,914 | $1,453 萬 | 0.02% | +2,833+4.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 73,533 | $1,486 萬 | 0.14% | +13,150+21.8% | 加碼 |
| Grimes & Company, Inc. | 74,374 | $1,503 萬 | 0.41% | −1,140−1.5% | 減碼 |
| Callahan Advisors, LLC | 74,526 | $1,506 萬 | 1.47% | −1,104−1.5% | 減碼 |
| Foundry Partners, LLC | 74,608 | $1,507 萬 | 0.75% | −14,009−15.8% | 減碼 |
| Aristotle Atlantic Partners, LLC | 75,141 | $1,518 萬 | 0.47% | −33,902−31.1% | 減碼 |
| Quantinno Capital Management LP | 75,324 | $1,522 萬 | 0.20% | +14,410+23.7% | 加碼 |
| Phoenix Holdings Ltd. | 76,331 | $1,544 萬 | 0.23% | +515+0.7% | 加碼 |
| La Banque Postale Asset Management SA | 76,609 | $1,548 萬 | 0.23% | +26,178+51.9% | 加碼 |
| Prime Capital Investment Advisors, LLC | 76,784 | $1,551 萬 | 0.22% | +18,228+31.1% | 加碼 |
| Vident Advisory, LLC | 77,052 | $1,557 萬 | 0.39% | +12,729+19.8% | 加碼 |
| Elo Mutual Pension Insurance Co | 78,690 | $1,590 萬 | 0.34% | +2,372+3.1% | 加碼 |
| Raymond James Trust N.A. | 79,872 | $1,614 萬 | 0.35% | −582−0.7% | 減碼 |
| Nomura Holdings Inc | 80,008 | $1,617 萬 | 0.12% | +67,241+526.7% | 加碼 |
| Osterweis Capital Management Inc | 80,603 | $1,629 萬 | 0.83% | −37,481−31.7% | 減碼 |
| Cullinan Associates Inc | 88,582 | $1,632 萬 | 0.92% | −2,746−3.0% | 減碼 |
| Main Street Research LLC | 81,471 | $1,646 萬 | 1.04% | −78,312−49.0% | 減碼 |
| Nepsis, Inc. | 81,908 | $1,655 萬 | 3.92% | +13,659+20.0% | 加碼 |
| Soros Capital Management LLC | 82,138 | $1,660 萬 | 4.00% | +73,341+833.7% | 加碼 |
| Citizens Financial Group Inc | 82,647 | $1,670 萬 | 0.34% | −250−0.3% | 減碼 |
| Blair William & Co | 82,754 | $1,672 萬 | 0.05% | +1,666+2.1% | 加碼 |
| CCM Investment Advisers LLC | 83,735 | $1,692 萬 | 1.89% | −2,042−2.4% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 83,737 | $1,692 萬 | 0.39% | +722+0.9% | 加碼 |
| Colony Group, LLC | 84,816 | $1,714 萬 | 0.06% | +52,998+166.6% | 加碼 |
| Rakuten Investment Management, Inc. | 83,675 | $1,715 萬 | 0.10% | +21,678+35.0% | 加碼 |
| Montag A & Associates Inc | 85,000 | $1,717 萬 | 0.81% | +16,053+23.3% | 加碼 |
| Investment Management Corp of Ontario | 85,038 | $1,718 萬 | 0.38% | −4,090−4.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 85,326 | $1,724 萬 | 0.09% | −2,570−2.9% | 減碼 |
| Ieq Capital, LLC | 85,550 | $1,729 萬 | 0.21% | +3,358+4.1% | 加碼 |
| Congress Wealth Management LLC | 86,354 | $1,745 萬 | 0.23% | +22,514+35.3% | 加碼 |
| NEOS Investment Management LLC | 86,700 | $1,752 萬 | 0.53% | +15,886+22.4% | 加碼 |
| Carmel Capital Management L.L.C. | 87,025 | $1,758 萬 | 6.59% | −1,225−1.4% | 減碼 |
| Savoie Capital LLC | 87,695 | $1,772 萬 | 2.17% | +10,400+13.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 88,574 | $1,790 萬 | 0.06% | −9,821−10.0% | 減碼 |
| Capital Group Private Client Services, Inc. | 89,197 | $1,802 萬 | 0.17% | −36,770−29.2% | 減碼 |
| Signature Estate & Investment Advisors LLC | 89,363 | $1,806 萬 | 0.42% | +6,638+8.0% | 加碼 |
| Boston Common Asset Management, LLC | 89,705 | $1,813 萬 | 0.47% | −34,586−27.8% | 減碼 |
| Flputnam Investment Management Co | 79,579 | $1,821 萬 | 0.33% | −18,790−19.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 86,948 | $1,860 萬 | 0.17% | −2,728−3.0% | 減碼 |
| Bessemer Group Inc | 92,317 | $1,865 萬 | 0.03% | +48,173+109.1% | 加碼 |
| LVM Capital Management Ltd | 79,328 | $1,872 萬 | 2.13% | 00.0% | 不變 |
| Capital International Inc | 92,809 | $1,875 萬 | 0.24% | +5,366+6.1% | 加碼 |
| California First Leasing Corp | 92,836 | $1,876 萬 | 8.16% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 93,258 | $1,884 萬 | 0.20% | +2,035+2.2% | 加碼 |
| Pinnacle Associates Ltd | 117,150 | $1,899 萬 | 0.33% | +4,496+4.0% | 加碼 |
| Rathbone Brothers plc | 94,054 | $1,900 萬 | 0.10% | +32,708+53.3% | 加碼 |
| Hamilton Capital Partners Inc. | 95,017 | $1,920 萬 | 1.66% | +22,140+30.4% | 加碼 |
| AE Wealth Management LLC | 95,856 | $1,937 萬 | 0.18% | +81,679+576.1% | 加碼 |
| Omers Administration Corp | 95,883 | $1,937 萬 | 0.18% | +12,403+14.9% | 加碼 |
| FRG Family Wealth Advisors LLC | 96,140 | $1,943 萬 | 3.48% | −1,600−1.6% | 減碼 |
| FIL Ltd | 97,031 | $1,961 萬 | 0.02% | −33,269−25.5% | 減碼 |
| First Foundation Advisors | 97,042 | $1,961 萬 | 0.74% | −4,932−4.8% | 減碼 |
| Bokf, NA | 99,294 | $1,982 萬 | 0.35% | −3,803−3.7% | 減碼 |
| iA Global Asset Management Inc. | 98,255 | $1,985 萬 | 0.35% | −42,865−30.4% | 減碼 |
| Sawgrass Asset Management LLC | 98,484 | $1,990 萬 | 2.07% | +15,755+19.0% | 加碼 |
| Manning & Napier Advisors LLC | 98,727 | $1,995 萬 | 0.22% | −105,195−51.6% | 減碼 |
| Stanley Capital Management, LLC | 99,800 | $2,016 萬 | 3.92% | 00.0% | 不變 |
| Oddo BHF Asset Management SAS | 100,259 | $2,026 萬 | 1.01% | +100,259 | 新進 |
| Beacon Investment Advisory Services, Inc. | 100,292 | $2,026 萬 | 0.84% | +544+0.5% | 加碼 |
| Swiss Life Asset Management Ltd | 100,827 | $2,036 萬 | 0.23% | −942−0.9% | 減碼 |
| Univest Financial Corp | 101,054 | $2,042 萬 | 1.35% | +70,179+227.3% | 加碼 |
| LGT Group Foundation | 101,563 | $2,043 萬 | 0.33% | +8,839+9.5% | 加碼 |
| Mutual of America Capital Management LLC | 101,943 | $2,060 萬 | 0.22% | −2,841−2.7% | 減碼 |
| Ethic Inc. | 100,047 | $2,063 萬 | 0.52% | −3,493−3.4% | 減碼 |
| APG Asset Management N.V. | 115,866 | $2,098 萬 | 0.14% | −498,374−81.1% | 減碼 |
| Bedrijfstakpensioenfonds Voor de Media Pno | 116,300 | $2,106 萬 | 2.72% | 00.0% | 不變 |
| JustInvest LLC | 104,978 | $2,121 萬 | 0.34% | +7,024+7.2% | 加碼 |
| Baker Avenue Asset Management, LP | 105,880 | $2,139 萬 | 0.68% | −10,083−8.7% | 減碼 |
| Lountzis Asset Management, LLC | 107,449 | $2,171 萬 | 9.03% | +568+0.5% | 加碼 |
| BancorpSouth Bank | 108,469 | $2,192 萬 | 1.51% | +2,285+2.2% | 加碼 |
| Financial Counselors Inc | 108,816 | $2,199 萬 | 0.33% | +4,773+4.6% | 加碼 |
| Wellington Management Group LLP | 109,353 | $2,209 萬 | 0.00% | −6,560−5.7% | 減碼 |
| Louisiana State Employees Retirement System | 109,500 | $2,212 萬 | 0.41% | −3,300−2.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 109,503 | $2,213 萬 | 0.18% | −13,323−10.8% | 減碼 |
| Cumberland Partners Ltd | 111,695 | $2,257 萬 | 1.57% | +2,464+2.3% | 加碼 |
| William Blair Investment Management, LLC | 111,893 | $2,261 萬 | 0.06% | −82,794−42.5% | 減碼 |
| Keybank National Association | 111,984 | $2,263 萬 | 0.09% | −112−0.1% | 減碼 |
| Wealthfront Advisers LLC | 112,013 | $2,263 萬 | 0.07% | −6,189−5.2% | 減碼 |
| Talbot Financial, LLC | 112,237 | $2,268 萬 | 2.76% | −14,306−11.3% | 減碼 |
| First Nebraska Trust Co | 112,386 | $2,271 萬 | 2.21% | −1,932−1.7% | 減碼 |
| Yousif Capital Management, LLC | 113,126 | $2,286 萬 | 0.25% | −2,031−1.8% | 減碼 |
| Guyasuta Investment Advisors Inc | 113,636 | $2,296 萬 | 1.42% | +1,612+1.4% | 加碼 |
| Harvest Portfolios Group Inc. | 113,739 | $2,298 萬 | 0.76% | +2,510+2.3% | 加碼 |
| Banco Santander, S.A. | 114,094 | $2,305 萬 | 0.27% | −24,186−17.5% | 減碼 |
| State of Alaska, Department of Revenue | 115,003 | $2,324 萬 | 0.25% | −15,170−11.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 115,289 | $2,329 萬 | 0.09% | −96−0.1% | 減碼 |
| Biechele Royce Advisors | 116,623 | $2,356 萬 | 7.77% | −5,027−4.1% | 減碼 |
| Gotham Asset Management, LLC | 118,638 | $2,397 萬 | 0.25% | +34,973+41.8% | 加碼 |
| Varma Mutual Pension Insurance Co | 132,382 | $2,404 萬 | 0.19% | −34,700−20.8% | 減碼 |
| Hancock Whitney Corp | 119,148 | $2,407 萬 | 0.78% | −787−0.7% | 減碼 |
| Lido Advisors, LLC | 119,824 | $2,421 萬 | 0.18% | −30,170−20.1% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 120,000 | $2,425 萬 | 0.39% | +120,000 | 新進 |
| Advisor Group Holdings, Inc. | 120,216 | $2,430 萬 | 0.05% | −2,097−1.7% | 減碼 |
| Eastern Bank | 120,355 | $2,432 萬 | 0.44% | +17,668+17.2% | 加碼 |